Westco Investment Corp.
Firm details
- Headquarters
- Lynbrook, New York
- CRD number
- 20744
- Registered since
- October 5, 1987
- Website
- www.westcofinancialgroup.com
Firm profile
FINTRXOverview
Westco Investment Corp. is a privately owned corporation that has been SEC-registered since 1987. The firm is recorded as owned by an individual and is classified as unclassified in the available data. Public filings show it operates a portfolio of publicly traded securities rather than acting, at least in the disclosed records, as a traditional multi-state advisory firm or pension consultant. The firm is not identified as an active ESG investor. Disclosure about its client base, fee arrangements, and day-to-day advisory activities is minimal in the source data, so its business model appears to be focused on managing a proprietary or institutional equity portfolio rather than broad retail advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Westmacott
President, CEOCRD 1252665
Contacts
3 of 6
Susan Forgasch
Registered RepresentativeCRD 1999807

Kenneth Hehir
Investment Adviser RepresentativeCRD 1414491
Kathryn Domack
PresidentCRD 5378997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$44.2M in ETFs
98%
$43.1M
2%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $25.8M | 39,694 | 58.46% |
Location
Lynbrook, NY
Nassau
Location
Lynbrook, NY
Headquartered in Lynbrook, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 77 Hempstead Ave
- Time zone
- ET (UTC-5)
- Office locations
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